ACI

Alpha Cubed Investments Portfolio holdings

AUM $2.64B
1-Year Est. Return 26.8%
This Quarter Est. Return
1 Year Est. Return
+26.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$857M
AUM Growth
-$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.11M
3
+$3.1M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.69M
5
TXN icon
Texas Instruments
TXN
+$2.65M

Top Sells

1
+$16.1M
2
+$8.63M
3
+$7.62M
4
PG icon
Procter & Gamble
PG
+$6.55M
5
QLD icon
ProShares Ultra QQQ
QLD
+$3.61M

Sector Composition

1 Technology 20.79%
2 Financials 10.56%
3 Industrials 9.97%
4 Communication Services 8.71%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25K ﹤0.01%
+11,849
252
$16K ﹤0.01%
55
253
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-1,283
254
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-8,202
255
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-3,012
256
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-11,500
257
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-635
258
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-4,901
259
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-5,646
260
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-17,350
261
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-13,000
262
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-1,320
263
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-14,439
264
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-2,233
265
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-150,556
266
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-6,355
267
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-15,780
268
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-3,549
269
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-1,680
270
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-10,270
271
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-4,795
272
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-4,361
7 8 9 10
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